HFM

Hartford Financial Management Portfolio holdings

AUM $385M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$155K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$601K
3
+$554K
4
FDX icon
FedEx
FDX
+$314K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$291K

Top Sells

1
+$871K
2
+$593K
3
+$584K
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$505K
5
NOW icon
ServiceNow
NOW
+$346K

Sector Composition

1 Industrials 16.86%
2 Technology 11.89%
3 Healthcare 10.78%
4 Consumer Staples 10.72%
5 Financials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5K ﹤0.01%
50
327
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5,000
-3,000
328
$4K ﹤0.01%
600
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65
330
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100
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$4K ﹤0.01%
40
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$3K ﹤0.01%
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+7
335
$3K ﹤0.01%
+133
336
$3K ﹤0.01%
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337
$3K ﹤0.01%
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3
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$2K ﹤0.01%
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345
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346
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2,000
347
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20
348
$1K ﹤0.01%
+43
349
$1K ﹤0.01%
40
-80
350
$1K ﹤0.01%
26
12 13
14
15 16